Ownership history in Lee Financial Co · 26 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in GOLDMAN SACHS GROUP INC (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 253 | -48 | -15.9% | 0.03% | $201K | $788.27 |
| 2023 Q4 | ADDED | 301 | +38 | +14.4% | 0.02% | $116K | $367.18 |
| 2023 Q3 | ADDED | 263 | +7 | +2.7% | 0.02% | $85K | $305.47 |
| 2023 Q2 | ADDED | 256 | +9 | +3.6% | 0.01% | $82K | $301.98 |
| 2023 Q1 | ADDED | 247 | +195 | +375.0% | 0.01% | $81K | $303.94 |
| 2022 Q4 | UNCHANGED | 52 | — | 0% | 0.00% | $18K | $316.79 |
| 2022 Q3 | UNCHANGED | 52 | — | 0% | 0.00% | $16K | $268.60 |
| 2022 Q2 | ADDED | 52 | +17 | +48.6% | 0.00% | $16K | $270.20 |
| 2022 Q1 | REDUCED | 35 | -5 | -12.5% | 0.00% | $12K | $298.46 |
| 2021 Q4 | ADDED | 40 | +5 | +14.3% | 0.00% | $15K | $343.86 |
As of 2025 Q4 — sorted by position size